Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
70,084
-
Share change
-
-29,707
-
Total reported value
-
$2,730,379
-
Price per share
-
$38.95
-
Number of holders
-
7
-
Value change
-
-$1,139,247
-
Number of buys
-
5
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q1 2016
As of 31 Mar 2016 AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 70,084 shares of stock of the company.
Largest 7 holders included FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC, SOUTH TEXAS MONEY MANAGEMENT LTD, OUTFITTER ADVISORS, LTD., Arvest Bank Trust Division, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, Williams Jones & Associates LLC, and CT Financial Advisors LLC.
This table shows 7 institutional shareholders of the security as of 31 Mar 2016.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.